Broker Check

Why CUE?

ADVICE

You can find financial advice anywhere: television, internet, books and magazines, not to mention, traditional sources like investment brokers and insurance agents. There are thousands of options available to you.

BUT HOW DO YOU PUT IT ALL TOGETHER, AND IF YOU NEED HELP, WHO CAN YOU, TRUST?

CUE Financial has provided financial and investment services to credit union members for over 20 years. We are an independent firm with no sales quotas and without product bias. With CUE, your interests always come FIRST.

PHILOSOPHY

We strive to build a trusting relationship with our clients over time. We want to help them answer their most important financial questions and develop a plan to reach their goals. Our team provides ongoing services through regularly scheduled meetings to monitor their investments and review any changes which may affect their financial progress. Our goal is to provide simple and honest advice that our clients can trust.

PHILOSOPHY

We strive to build a trusting relationship with our clients over time. We want to help them answer their most important financial questions and develop a plan to reach their goals. Our team provides ongoing services through regularly scheduled meetings to monitor their investments and review any changes which may affect their financial progress. Our goal is to provide simple and honest advice that our clients can trust.